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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,481 | $114,093+47.7% | $96,171+75.2% | $167,536+0.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 25.23% | 190.00%-164.8pp | 192.04%-166.8pp | 478.82%-453.6pp |
| Employer contribution / active EE | $8,076 | $3,429+135.5% | $2,799+188.5% | $4,839+66.9% |
| Participant deferral / active EE | $9,780 | $5,197+88.2% | $4,350+124.8% | $6,342+54.2% |
| Admin fee / account holder | $1,611 | $6,899-76.6% | $5,538-70.9% | $12,315-86.9% |